SPDR SER TR

Ticker: SDY CUSIP: 78464A763 Class: S&P DIVID ETF

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 23,843 Value ($000) $3,339 Avg Close — Range —
Q2 2025
Shares 24,878 Value ($000) $3,377 Avg Close — Range —
Q1 2025
Shares 20,186 Value ($000) $2,739 Avg Close — Range —
Q4 2024
Shares 20,971 Value ($000) $2,770 Avg Close — Range —
Q3 2024
Shares 20,920 Value ($000) $2,797 Avg Close — Range —
Q2 2024
Shares 5,488 Value ($000) $698 Avg Close — Range —
Q1 2024
Shares 5,227 Value ($000) $686 Avg Close — Range —